Investments

Discussion List

• 
  My 401k balance with Massmutual is way lower in quicken than on Massmutual site

  Answered ✓ Closed cschlotwalker 21 views 2 comments 0 points Most recent by cschlotwalker June 2020Investing (Windows)
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  TRP Simple account no longer updating quotes when updating, 401K account working OK

  Answered ✓ Closed Unknown 82 views 9 comments 0 points Most recent by Unknown June 2020Investing (Windows)
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  Whenever I update quote information, Quicken duplicates some of my securities.

  Answered ✓ Closed Bernardo Sacchini 151 views 3 comments 0 points Most recent by Sherlock June 2020Errors and Troubleshooting (Windows)
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  Is there a way to set up a report to flag for potential wash sales across multiple trade accounts?

  Closed R-Mac 342 views 4 comments 0 points Most recent by Jim_Harman June 2020Investing (Windows)
• 
  Why is Quicken not updating my investment accounts?

  Answered ✓ Closed Robin Whyte 573 views 2 comments 0 points Most recent by Chris_QPW June 2020Download, Add/Update Accounts (Mac)
• 
  Unrealized gains on closed investment account

  Closed dc600 101 views 4 comments 0 points Most recent by dc600 June 2020Errors and Troubleshooting (Windows)
• 
  I cannot close an investment account

  Closed jalbanese 491 views 10 comments 0 points Most recent by Frankx May 2020Registers & Transactions (Windows)
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  Mutual Fund Reorganization

  Answered Closed Rick Milton 501 views 5 comments 0 points Most recent by Jim_Harman May 2020Investing (Windows)
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  Unable to add an investment transaction (or change duplicated ones)

  Answered ✓ Closed mikexgray-c2020 11 views 2 comments 0 points Most recent by mikexgray-c2020 May 2020Errors and Troubleshooting (Mac)
• 
  Editing Cost Basis Entries

  Closed Flabeerman 88 views 1 comment -1 point Most recent by Flabeerman May 2020Investing (Mac)
• 
  Any way to limit the fractional shares

  Closed wi_muggs 51 views 2 comments 0 points Most recent by q_lurker May 2020Investing (Windows)
• 
  Are there issues with Edward Jones downloads starting 5/18/2020

  Answered Closed Larry4quick 361 views 14 comments 0 points Most recent by Bob Ball May 2020Download, Add/Update Accounts (Mac)
• 
  How can I download and update the historical index quotes from foreign markets?

  Answered ✓ Closed sslucas88 474 views 15 comments 0 points Most recent by JimBob May 2020Investing (Windows)
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  Mac Transaction Report problem with Reinvest Dividend transaction types

  Answered ✓ Closed Ploooplooo 81 views 4 comments 0 points Most recent by Ploooplooo May 2020Investing (Mac)
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  MiscExp postings in Investment accounts posting in wrong account

  Answered Closed doneenh1 41 views 3 comments 0 points Most recent by Frankx May 2020Investing (Windows)
• 
  Budgeting with Tax-Free categories

  Answered ✓ Closed Jeff K 131 views 4 comments 0 points Most recent by Jeff K May 2020Budgeting and Planning Tools (Mac)
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  Match Transactions

  Answered ✓ Closed cstephens2020 112 views 2 comments 0 points Most recent by cstephens2020 May 2020New to Quicken/Getting Started (Windows)
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  How to move RRSP account to Personal Retirement group on Account List?

  Answered ✓ Closed Susan Tennier 212 views 4 comments 0 points Most recent by Chris_QPW May 2020Errors and Troubleshooting (Windows)
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  Can't update transaction for an investment; relationship between "Type" and allowed "Category"?

  Answered ✓ Closed CyborgOne 168 views 7 comments 0 points Most recent by CyborgOne May 2020Errors and Troubleshooting (Mac)
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  How do I change the trading symbol for Priceline to BKNG?

  Answered ✓ Closed DCK 12 views 2 comments 0 points Most recent by DCK May 2020Investing (Windows)
• 
  Bond transaction download incorrectly matches to different security

  Answered ✓ Closed kball111 122 views 2 comments 0 points Most recent by kball111 May 2020Investing (Windows)
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  How to record AbbVie (ABBV) merger with Allergan (AGN)?

  Answered Closed M C Crockett 1.8K views 2 comments 0 points Most recent by BB3 May 2020Investing (Mac)
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  Transfer Shares between Investment Accounts in Quicken for Mac

  Answered Closed Rick2022 298 views 9 comments 0 points Most recent by Rick2022 May 2020Investing (Mac)
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  Need help to set up download transaction for investment account

  Answered ✓ Closed tromeyn 11 views 1 comment 0 points Most recent by q_lurker May 2020Investing (Windows)